Category: Investment Thesis

Alexa – Please repeat my standard grocery order OK Google – Play the latest Arijit Singh songs Siri – Is it raining in Mumbai today? Such commands have become a common part of our day […]

Enough has been written about the need for more consumer brands in almost all spheres of our lives. Given that we are all consumers first, it is apparent that with increasing individualism, rising incomes, and […]

EVs will redefine the automotive, energy and mobility industries at their core. The structural advantages of EVs are hard to ignore. Yet, there is scant reflection of this wave in India. We discussed in our […]

Introduction Having met dozens of companies in the space so far, we are not exaggerating when we say that we believe electric vehicles (EV) to be a once-in a-generation technological shift with massive ramifications – […]

Anant, one of my uncles, went through a varicose-veins surgery recently. While the surgery was successful, our overall experience was horrendous. Our first challenge was to find the right hospital. Since none of the larger […]

Growing faster than the overall economy, long haul logistics as an industry currently stands at a massive figure of $160 Bn. Over the last 5 years, e-commerce, rising customer expectations and known inefficiencies in the […]

For the English version click here रिलायंस जियो भारतीय टेलीकॉम उद्योद में ऐसा परिवर्तन लाया है, जिसने उनकी व्यापर रणनीति के कट्टर आलोचकों को भी  झुकने पर मजबूर कर दिया । जियो के कारण आयी […]

Commerce is intrinsically a social activity and Social Commerce, by definition, is about buying online in an interactive, participatory manner. The plethora of options available a click away has increased the need to involve friends and […]

Many entrepreneurs assume VC firms are monolithic entities with a uniform “firm view” on most topics. Nothing could be further from the truth. Our investment horizons are so long, and the markets we invest in […]

We’ve come a long way since the times of queuing up for tickets, scouting for the best travel arrangement or relying on travel-savvy friends and relatives for advice. Today, more and more users rely on […]

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